Note: Users need the permission "Import/Export Configuration" to mass import user account custom field data.


With the User Account Custom Fields feature, users can mass import data to multiple users' account custom fields. Please note that there needs to be at least one account custom field added to the Users table prior to this. Once this requirement is met:

Navigate to the Import / Export section under Settings:

import export.png

Select Users Custom Fields:

import export.png

Download the mass import template specific to your ZenQMS instance by clicking the Download Template button:

download template.png

When you open the template, you will see a column for User ID's and additional columns for all User Account Custom Fields you have added from the Users table. All columns will initially be blank. Fill out each row with the data that needs to be associated with each user:


Once you are done filling out the template, go back to the Import / Export section and select the Import button: 

import export.png

This will bring you to the Import Users Custom Fields window. Click on the Browse button, locate the mass import template you've filled out, and upload it to the system:

import export.png

The system will then validate the data. If all fields are correct, it will show the All Fields Match message. To finish importing the data, click on the Finish button:



Need help? Please watch the video below:

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